Emerging Managers Summit 2016

Swissotel Chicago, Chicago, IL
May 23, 2016 - May 25, 2016

-- --

Opal Group's Emerging Managers Summit is a great way for investors to find, meet, network with and learn from new managers as well as minority-owned managers. Research suggests that Emerging Managers are out-performing some of their larger counterparts making them a great contender for allocation from pension plans who are in need for returns, as well as for family offices, endowments and other institutional investors who are looking to be aggressive with their allocations.

The Emerging Managers Conference will provide the unique opportunity to access a diversified group of up-and-coming performance-oriented managers and manager of managers. The conference will explore the benefits and opportunities offered by investing in emerging managers as well as new strategies for implementing an emerging managers program.

Emerging managers will not only have a great opportunity to network with institutional investors, they will also be able to learn how to overcome the challenge of getting overlooked by investors and consultants. They will also be able to meet companies that can help them in building the infrastructure and placing the correct team in place to allow providing investors the service they require. This event will showcase a variety of emerging managers as well as minority-owned manager funds and other high potential smaller investment firms, and it will offer participants invaluable networking opportunities.

Agenda current as of October 10, 2016

10:00am

Exhibit Setup Begins & Registration Opens

12:30pm

Opening Remarks

Marilyn Freeman, Principal & Managing Director, Capital Prospects LLC

12:40pm - 1:00pm

Large Managers, Low Returns & Behavioral Bias

Bob Snigaroff, President & CIO, Denali Advisors

1:00pm - 2:15pm

Why should we look at Emerging Managers? – Investor Roundtable

Moderator

James Maloney, Chairman, Investment Committee, Chicago (IL) Policemen's Annuity & Benefit Fund

Panelist

Joe Aguilar, Deputy Director of Investment Due Diligence and Analysis, Illinois State Treasurer

Panelist

Howard Cooper, CEO, Cooper Family Office (SFO)

Panelist

Joseph Meyer, President/Chief Investment Officer, Statim Holdings, Inc. (SFO)

Panelist

Ari Glass, Managing Member, Boothbay Fund Management

Panelist

Kelli Schrade, Director of Manager Research, Marquette Associates, Inc.

2:15pm - 3:15pm

Styles and Strategies to generate returns

Moderator

Scott Freund, Founder and President, Family Office Research (MFO)

Panelist

Elvis Pellumbi, Manager of CFP Opportunity Fund, CF Partners Capital Management

Panelist

S. Michael Sury, Chairman, INDORUS Holdings LLP (SFO)

Panelist

Eileen Neill, Managing Director, Wilshire Associates

Panelist

Catherine Wood, CEO/CIO, ARK Investment Management

3:15pm - 3:30pm

Networking Break

3:30pm - 4:15pm

Emerging Hedge Fund Opportunities

Moderator

Anthony Lombardi, Associate Partner, Institutional Advisory Solutions, Aon Hewitt

Panelist

Tate Haymond, Director of Corporate Sales, eVestment

Panelist

Chris J. Wenner, President, Co-Chief Investment Officer, The Pêssego Funds

Panelist

Joseph Drozd, CFA, Director of Research, Matrix Capital Advisors

4:15pm - 4:45pm

Keynote

Speaker

Alejandra Castillo, National Director, United States Department of Commerce Minority Business Development Agency

4:45pm - 5:30pm

New Private Equity and Venture Capital ideas

Moderator

Kelen Evans, Chairman, Atlanta Firefighters Pension Fund

Panelist

Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)

Panelist

Julian Cheng, Vice President, Promus Ventures (MFO)

5:30pm - 6:30pm

How to select managers that will beat the benchmark

Moderator

Freeman Wood, Director, Mercer

Panelist

Tim Barron, Senior Vice President and Chief Investment Officer, Segal Rogerscasey

Panelist

Justin Pawl, Chief Investment Officer, Covenant Multifamily Offices

Panelist

Roman Brent, President, Anacapa LLC

Panelist

Aoifinn Devitt, Chief Investment Officer, Chicago Policemen's Annuity & Benefit Fund

6:30pm

Cocktail Reception

8:00am

Breakfast in Session Hall

8:45am

An opportunity for investors to share thoughts on allocating to Emerging Manager. How to create Emerging Manager plans and the resources available to accomplish this.

Facilitator

Marilyn Freeman, Principal & Managing Director, Capital Prospects LLC

Learn from former Emerging Managers about their experiences. Discuss what services are available to run an efficient Investment Management firm. Discuss how to market and go through the RFP process and much more.

Facilitator

Keith Danko, Founding Partner and Managing Member, Witherspoon Partners

Facilitator

Jeffrey Spotts, President, Prophecy Asset Management L.P.

10:00am -10:20am

Opening Remarks

Marilyn Freeman, Principal & Managing Director, Capital Prospects LLC

10:20am -11:15am

Alternative Investing

Moderator

Rob Herman, Senior Managing Director, Gries Financial LLC (MFO)

Panelist

Hannah Craven, Managing Partner, Stone-Goff Partners

Panelist

Sally Fan, CEO, Geddes LLC

11:15am -12:15pm

Investing in Emerging Managers – what does the research show?

Moderator

Daniel Owens, Trustee, Holyoke Contributory Retirement

Panelist

Meredith A. Jones, Partner & Head of Emerging Manager Research, Aon Hewitt Investment Consulting

Panelist

Asma Chandani, Managing Director & General Counsel, Chinus Asset Management

Panelist

Michael Stark, Consultant, Townsend Group

Panelist

Steven Hagenbuckle, Founder, Managing Partner, TerraCap Management Corp

12:15pm - 1:15pm

Networking Luncheon

Keynote Speaker

Jane Buchan, PhD, CAIA, Chief Executive Officer, PAAMCO

1:15pm - 2:30pm

Promising Real Estate opportunities

Moderator

John F. Freihammer, CAIA, Portfolio Manager, Chicago Teachers' Pension Fund

Panelist

Stephen Wheeler, Chairman, HAS Capital, LLC

Panelist

Robert Wolkoff, Managing Partner and Principal,

Panelist

Teddy Schiff, Partner, Arel Capital

Panelist

Martin Kollmorgen, CEO and CIO, Serenity Alternative Investment Management

2:30pm - 3:45pm

Meet the Managers

Meet the Managers Showcase- In this session 8 investment managers will present their individual investment strategies to the audience. Each manager will have eight minutes to speak about their background, strategy, methodology and performance of their funds. Followed by Q&A. NO POWERPOINTS ARE ALLOWED IN THIS SESSION.

Moderator

Larry Mahle, Trustee, City of Atlanta Firefighter's Pension Fund

Panelist

Matt Gilbert, President, Private Capital Group

Panelist

Austin Khan, Chief Investment Officer, Ethika Investments LLC

Panelist

Bruce Kahn, Portfolio Manager, Sustainable Insight Capital Management

Panelist

Sarah Wuellner, Partner, Promus Access

Panelist

Noland Langford, MBA, CFP®, President & CEO, Left Brain Capital Management, LLC

Panelist

Ron Santangelo, Senior Partner/CIO, Quantitative Investment Decisions, LLC

3:45pm - 4:45pm

Where are the opportunities in the Fixed Income and Credit Markets?

Moderator

Will Buividas, Trustee, City of Phoenix Police Pension Board

Panelist

Ray Zucaro, CIO, RVX Asset Management

Panelist

Brian Weinstein, CIO, Blue Elephant Capital Management

4:45pm - 5:00pm

Refreshment Break

5:00pm - 5:45pm

Legal and compliance issues for Emerging Managers to consider

Moderator

Adam Frankel, Chairman, DELRAY BEACH POLICE & FIRE RETIREMENT SYSTEM

Panelist

Yehuda Braunstein, Partner in the Financial Services and Corporate Groups, Sadis & Goldberg LLP

Panelist

Sidney Wigfall (JD/Esq), Founding-Managing Partner & Consultant-Counsel, SCA COMPLIANCE+CONSULTING GROUP

Panelist

James Maloney, Chairman, Investment Committee, Chicago (IL) Policemen's Annuity & Benefit Fund

5:45pm - 6:45pm

How to get on the radar – the role of consultant’s

Moderator

David McConico, Vice-chairman, Trustee, City of Aurora (CO) General Employees' Retirement Plan

Panelist

Jerry Davis, Consulting Analyst and CIO, Piedmont Family Offices (SFO)

Panelist

Cosmin Lucaci, CFA, Managing Director, Brownson, Rehmus & Foxworth

Panelist

Sharcus Steen, CAIA, Investment Consultant, Cambridge Associates, LLC

Panelist

Ivory Day Jr., Senior Consultant, Public & Taft-Hartley Practice Leader, Kamp Consulting Solutions

6:45pm - 7:45pm

Cocktail Reception

7:30am

Breakfast in Session Hall

Sponsored by:
Duane Morris LLP

8:00am - 9:00am

Workshop Session:
Duane Morris LLP

Scott Gluck

John Nixon

Michael Schwamm

David Sussman

Stephen Gray

9:00am - 9:15am

Opening Remarks

Marilyn Freeman, Principal & Managing Director, Capital Prospects LLC

9:15am - 10:15am

Strategies to Raise Capital – How to launch and grow a fund?

Moderator

Renato Alessandro Iregui, Principal, Raire Family Office (SFO)

Panelist

Bryan Johnson, Managing Partner, Johnson & Company

Panelist

Charlie Harrison III, CEO, Sunesis Financial Services

Panelist

Dan Farrell, Chairman, CEO, Privos Capital

David Blanchard, President/Managing Director, Badge of Honor Memorial Foundation/ Lynx Capital Placement Agents

10:15am -11:15am

Risk considerations when allocating to Emerging Managers

Moderator

Scott Van Horn, Trustee, Oklahoma Firefighters Pension and Retirement System

Panelist

Angela Miller-May, Director of Investments, Chicago Teachers' Pension Fund

Panelist

S. Michael Sury, Chairman, INDORUS Holdings LLP (SFO)

5star
Swissotel Chicago
Swissotel Chicago, East Upper Wacker Drive, Chicago, IL, United States


Standard Room $295
*Prices exclude taxes

 

  • Rooms are available only to those participants who are registered conference attendees.
  • The name on the form will be the name of the guest room.
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
  • Rooms will not be guaranteed without a credit card.

 

Registration Pricing

Standard Rate
Asset Managers & Service Providers $2,695
*** Family Offices (Single/Multi), Endowment, Foundation, Non-Discretionary Consultant, Pension/Union Trustee/Staff Complimentary
Fund of Funds, Fund of Hedge Funds, and Manager of Managers Complimentary

*** These include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.

Subject to Opal Group's approval. Eligibility will be verified.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net

Presented by

Jane Buchan, PhD, CAIA
Chief Executive Officer, PAAMCO

Presented by

Alejandra Castillo, National Director, United States Department of Commerce,
Minority Business Development Agency

 

  • New Emerging Investment Styles and
  • Strategies
  • Redefining Emerging Managers
  • How a Fund administrator can help your fundraising
  • Compliancy and Regulatory
  • Risk management
  • Developing an Emerging Manager Program
  • Benefits and Opportunities offered by investing in emerging managers
  • Why Small is still Beautiful
  • Asset Allocation best Practices
  • Manager Selection
  • Hedge Funds
  • Private Equity/Venture Capital
  • Real Estate
  • Real Assets – precious metals, timber, infrastructure, agriculture, managed futures, etc.
  • Fixed income and Credit
  • Equity Investing
  • International Markets
  • Choosing the right advisor/consultant

 

  • The GAFM Global Academy of Finance & Management™ is the world's fastest growing professional society with approximately 50,000 members in over 150 countries hosting and accrediting certification training worldwide and offering exclusive board certified designations to candidates who meet the highest professional standards and assessment criteria.

  • The GAFM will grant full annual CE (7.5 Credits for 1 day, 15 Credits for 2 days) for those who attend this conference.
    CWM™ Chartered Wealth Manager®

    MFP™ Master Financial Planner®

    AFA™ Accredited Financial Analyst®

    CTEP™ Chartered Trust and Estate Planner®

    CITA™ Certified International Tax Analyst™
    * All certification courses available directly online from an accredited law school program

  • Pensions
  • Taft Hartley
  • Family Offices
  • Endowments
  • Foundations
  • Consultants
  • Attorneys
  • Financial Planners
  • Accountants
  • Women Owned Firms
  • Minority Owned Firms
  • Emerging Hedge Funds
  • Emerging Fund of Funds
  • Emerging Real Estate Managers
  • Emerging Equity Managers
  • Emerging Venture Capitalists
  • Emerging Private Equity
  • Insurance Companies
  • Broker Dealers
  • Industry Service Providers

Chart I: Investors versus Managers/Service Providers

    Chart II: Type of Investors

      Opal's event is a must-do for any emerging manager. Many of the attendees are serious about finding new talent, portfolio risk management strategies and venturing into alternative asset classes. Jeannette Showalter

      CFA, Alternative Asset Consultant, Worldwide Futures Systems

      This event is the best at connecting emerging managers with trustees and consultants! John Shostack

      Trustee, Chicago Park Employees' Annuity and Benefit Fund

      Great time slots and intuitive participants. Ed Theobald

      Trustee, New Hampshire Fireman's Fund